Greg Simkin, BA (Hons) MIFP
Independent Financial Planner/Director
Since 1996, Greg has been working within the Financial Services industry. This has included roles as in, Independent Mortgage Advice, an Area Manager for a National Organisation and 7 years offering Independent Financial Advice.
He is a member of the Institute of Financial Planning and participates on a regular basis in the Southern branches meetings.
My mission has been to educate and manage my client's financial affairs. I aim to "Tell Them the Truth About Money" and really help them to develop their Financial Plans to maximum benefit.
I truly believe that the advice I give can make a real difference to a clients understanding of their current financial position and give them a frame work towards achieving
ALL of their own personal goals. I just believe the advice I give can make such a difference in peoples lives and that is why I care so passionately about our advice and service proposition!
Greg and his wife Sarah live in Titchfield, Hampshire. They have two young children, Olivia aged 7 and Luke aged 5.
I have a passion for Golf and aim to play at least once a week! As I advocate to my clients "Life is not a dress rehearsal and there needs to be a balance between working hard and enjoying life!"
This is something that we aim to take into account within the advice process for our own clients and provides a more realistic approach to Independent Financial Advice in Hampshire and the surrounding counties.
NEWS: I have recently been voted as one of the top 200 Financial Adviserís in the country in terms of client feedback and listed in The Times Newspaper. I have also written two white papers entitled: 7 Hot Topics to consider for Retirement Planning and 49 Tips to Save Time and Reduce Stress, both of which are online here on the Guides page.
Sarah Simkin Bsc (Hons)
Sarah is a fully qualified financial adviser, but her duties of taking sole responsibility for the smooth and efficient management of the office and systems, mean that she no longer provides financial advice .
If you become our client you will find that Greg and Sarah work as a close team to ensure that the service you receive is of the highest standards.
It helps to know that Sarah can help with queries when Greg is out of the office. Sarah has 11 years experience of working in financial services with Pearl Assurance and other financial services organisations.
Independent Financial Planner
I have worked in the Financial Services sector since the year 2000, initially working for Skandia in Southampton and subsequently with two IFA firms as a both a Paraplanner and Financial Planner.
Since 2008 I have focussed on developing my career as an Independent Financial Planner and joined the Unity Wealth Management team in July 2015. I am a member of the Professional Finance Society and hold the Diploma in Financial Planning.
ďAs a Financial Planner, there is nothing more rewarding than helping a client to achieve their objectives in life. This is something I aim to do with all of my clients by delivering a clear, unbiased financial planning service.Ē
I am married to Rebecca and have two young daughters, Ella and Ava. In my spare time I enjoy spending time with the family and playing 5-aside football to keep fit. I believe a healthy body supports an active mind.
Client Relationship Manager
Corinna was born and raised in the Portsmouth area, attending both school and college locally.
Having spent 25 years working for one of the top 5 retail banks she decided it was time for a change of approach and joined the Unity Wealth family in January 2015.
She currently enjoys providing back office support and takes responsibility for the running of the office administration and ensuring everything runs smoothly.
In her spare time she can be found shopping for handbags and readily admits to owning far too many! When not partaking of this indulgence she can be found either in the local gym, spending time with her family.